Commonwealth Equity Services’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Commonwealth Equity Services’s Portfolio HERD Stock Details HERD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210K	Buy	4,307 +35	+0.8%	+$1.76K	﹤0.01%	4046
2026 Q2	$201K	Sell	4,272 -213	-5%	-$10.1K	﹤0.01%	4129
2026 Q1	$205K	Sell	4,485 -1,239	-22%	-$56.6K	﹤0.01%	3988
2025 Q4	$249K	Sell	5,724 -1,540	-21%	-$66.8K	﹤0.01%	3804
2025 Q3	$308K	Sell	7,264 -68,146	-90%	-$2.83M	﹤0.01%	3612
2025 Q2	$3M	Sell	75,410 -14,441	-16%	-$545K	﹤0.01%	1691
2025 Q1	$3.37M	Sell	89,851 -9,245	-9%	-$356K	﹤0.01%	1555
2024 Q4	$3.76M	Sell	99,096 -3,945	-4%	-$156K	0.01%	1429
2024 Q3	$4.13M	Buy	103,041 +5,941	+6%	+$228K	0.01%	1344
2024 Q2	$3.61M	Buy	97,100 +3,707	+4%	+$142K	0.01%	1396
2024 Q1	$3.67M	Buy	93,393 +27,910	+43%	+$1.04M	0.01%	1374
2023 Q4	$2.47M	Buy	+65,483	New	+$2.28M	﹤0.01%	1545

Other funds holding HERD

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services's HERD Position: Q3 2026 in Review

Commonwealth Equity Services increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 0.82% in Q3 2026, buying an estimated $1.76K and bringing the position to 4,307 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #4046.

Commonwealth Equity Services first reported a position in HERD in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.13M in Q3 2024. 14 funds tracked by Wall St. Rank hold HERD as of Q3 2026.

Commonwealth Equity Services held 4,307 shares of Pacer Cash Cows Fund of Funds ETF worth $210K as of Q3 2026.
Commonwealth Equity Services bought 35 Pacer Cash Cows Fund of Funds ETF shares in Q3 2026, an estimated $1.76K.
Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4046 holding.
Commonwealth Equity Services first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's Pacer Cash Cows Fund of Funds ETF position peaked at $4.13M in Q3 2024.
14 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.